Kurt Jamiel is the principal advisor at Income Associates in Barrington, RI, holding Series 63 and Series 65 credentials with 28 years of industry experience. His career includes roles at Cetera Investment Advisers and Summit Financial Group, among others. Outside of advisory work, he owns and operates Quiet Keeper, a sales and service business. Income Associates serves primarily individual investors, high-net-worth individuals, and business entities, managing approximately $9.37 million in assets. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services, utilizing a mix of fundamental, technical, and quantitative analysis alongside third-party model portfolios and sub-advisors.

David Kopack is a financial advisor with Boston Investment Trust Management, Inc. in Bridgewater, MA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Boston Investment Trust Management since 2006. Boston Investment Trust Management provides discretionary portfolio management, written financial planning, and consulting services to individuals, including high-net-worth clients, and business clients. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to develop individualized investment policies and manages a diverse range of securities, including oil and gas partnership interests, serving both U.S. and notable non-U.S. clients.

Steven Antunes is a CFP® professional with six years of experience in financial advisory roles. He is the sole advisor at GrowthFocus Wealth Management LLC in Swansea, MA, where he has worked since 2020. His prior experience includes positions at CITIZENS Bank and SK Wealth Management, LLC. GrowthFocus Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients. The firm employs a long-term, fundamental analysis approach using primarily low-cost, diversified mutual funds and ETFs, with portfolios customized to client goals and risk tolerance.

Abel Pizarro Jr. is the founder of Pizarro Advisors, a state-registered investment advisory firm established in 2024. He holds Series 63 and Series 65 licenses and has experience with firms including New Leaf and Primerica Advisors. Outside of his advisory work, he has a minority private-equity stake in a cannabis dispensary. Pizarro Advisors provides financial planning, business consulting, and wealth management services to individuals, companies, investment companies, and other advisers. The firm’s investment approach focuses on asset allocation guided by fundamental analysis and macroeconomic factors, with portfolios tailored to client preferences and reviewed periodically.

Robert Shuman is a CFA® charterholder and the sole advisor at Encore Investment Advisors, LLC, with four years of industry experience. Prior to founding Encore, he worked at Butterfield Asset Management for six years and had brief tenures at Northwestern Mutual Investment Services and Civic Financial Services in 2021. Encore Investment Advisors is a single-advisor registered investment adviser serving individuals, high-net-worth clients, trusts, and estates both domestically and internationally. The firm employs a long-term, asset-allocation driven investment approach using a mix of ETFs, mutual funds, equities, and fixed income, and provides both discretionary and non-discretionary management alongside financial planning services.

Kimberly Quinn is a CFP® with 32 years of experience in the financial services industry. She is the principal of KSQ Financial Services LLC, an independent firm she founded in 2024. Prior to establishing KSQ, she held roles at Catalyst Investment Management LLC and LPL Financial, among others. KSQ Financial Services LLC provides discretionary and non-discretionary asset management, financial planning, and consultation services to individual and high-net-worth clients. The firm builds portfolios based on clients’ goals, time horizons, and risk tolerances, using both fundamental and technical analysis, and offers customized financial plans along with quarterly account reviews for rebalancing and tax-loss harvesting.

James Carlson is a financial advisor at Carlson Planning Company with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Gannet Wealth Advisors and Mass Mutual Investors Services. Outside of advising, he is involved with Entropy Mining, focusing on consulting and deployment of data center infrastructure for energy demand response, and also conducts financial education presentations. Carlson Planning Company serves individual clients, high-net-worth individuals, small businesses, and retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm employs a Modern Portfolio Theory approach with diversified, cost-efficient investments and provides both discretionary and nondiscretionary management alongside flexible planning engagements.

John Mileszko is a financial advisor with Betro Mileszko & Company, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Betro Mileszko & Company since 2007. Betro Mileszko & Company provides investment advisory and portfolio management services primarily to individuals, high-net-worth clients, profit-sharing plans, and trusts. The firm focuses on individualized strategies using no-load mutual funds and ETFs, managing accounts on a discretionary, fee-only basis.

Mitchell Zides is a CFP® professional with 19 years of experience in the financial industry. He is the sole advisor at Constant Guidance Financial, LLC, an independent firm based in North Attleboro, MA. Prior to founding his firm, he has worked with Pioneer Institutional Asset Management, Inc. and Pioneer Funds Distributor, Inc. Additionally, he is a licensed real estate agent, dedicating a small portion of his time to that activity outside of trading hours. Constant Guidance Financial is a fee-only, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm employs a client-specific investment approach using fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis with a focus on fiduciary standards and institutional custodian support.